Key statistics

Asset allocation

Cash

2.36%

Stocks

97.64%

Bonds

0.00%

Other

0.00%

Purchase information

Initial

$1,000

Additional

$50

34.22+0.07(0.20%)

Dec 8, 7:00PM ESTOverall Morningstar RatingTM

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Description

The investment seeks long term capital growth and income. The fund generally invests in an equal number of shares of common stock of a fixed list of American blue chip corporations. Currently the Trust is invested in twenty-two such corporations.
Fund filings (PDF) »